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different. i got to help you this earnings season. i want to offer you a new way to use earnings season. day traders hijack a lot of the thinking. you're not trying to game the giving quarter. it's become so difficult to predict. and often the initial moves aren't even accurate because of the press conference or because something nasty just occurred in the overall market because of europe or something involved in the election. in other words, other than for those who are shorting or going long stocks ahead of the quarter, these earnings reports need a context to make you money. they can't be relied upon anymore because they aren't as predictive of future behaviors as they once were. they are a piece of the puzzle, a part of the mosaic. they are only one of very important parts of what predicts where a stock will go over the intermediate term. it is a teaching show. because i want you to know the metrics i'm using to pick stocks i talk about and recommend here you can follow along at i want you to listen to these conference calls or read them in the transcripts. give you an opinion
would send us back into one. how can it be? >> a couple of reasons. first is what really matters number one asset, her house and that house price is going higher as we found out from the 3% gain in home prices reported by the survey this morning. you get the property values up and you get a consumer who decides that all is not lost. 14,000 may be transitioning from the hole in their house to being in the black again. that could be driving this confidence locomotive. >> all aboard. >> it has changed in the last year. the last time we worked the consumer confidence level. it was in february of 2008. home prices were beginning their traumatic fall. we could be having a developing home shortage. also explains the endless buy on the home goods stocks. more important, these housing price increases have to be considered when it comes to the positive psyche of the homeowners which might explain the consumer confidence in the fiscal cliff. perhaps the majority of the people who were polled are oblivious to the dangers of the physical cliff. maybe they don't know what it means. maybe they don't k
are going to be targeted by other politicians and yes, they will be targeted by us. you stand in the way of a deal, your principle is greater layoffs and lower standards and principle is lower stock prices. the pressure of the business people putting on the government you get a deal spearheaded by our guest dave cody is greater than anything i have seen in our life time. and it is growing. that is why the optimism may not be misguided. those are being outed as people who want a weaker, poorer nation. a weaker, poorer nation. not people who want to put a stop to profitting government. and let's go there, i'm not even confused with it. y i will find you and put you in the "mad money" wall of shame. selling is something that doesn't come all that easy to people. there is no panic in the air yet. and so far the worries about the fiscal cliff don't understand it. even though the people that watch cnbc don't know what to panic about. i know, no one ever made a dime panicking. we know from the numbers, and the earnings report that is we got, people are spending increasing amounts on their homes
>>> tomorrow we have a big show, "twilight" actress mckenzie foye is going to be with us and chris tucker. >>> plus, people's magazine sexiest man alive. >> happy birthday to bo's mom. >>> i'm jim cramer and welcome to my world. you need to get in the game. >> firms are going to go out of business and he's nuts. they're nuts. they know nothing. i like to say there is a bull market somewhere. "mad money" you can't afford to miss it. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to help you save some money. i'm trying to educate you. call me at 1-800-743-cnbc. why aren't we getting crushed? why isn't the market being laid to waste by the big issues in washington? ♪ >> today the dow closing down 59 points and the nasdaq declining. isn't it logical to ask why we have not been clubbed into bearish submission considering the radical changes and spending cuts that can stop any economy in it's tracks. [ sound of train ] >> i mind why we aren't pummeled instead of being unchanged like yesterday is because there are factor
misinterpreted so often in so many ways that it's become more of a hindrance than a help for most of us. so listen up, tonight setting you straight. here on "mad money" we're about long-term investing, often mischaracterized. there is a serious problem with this notion. it goes like this. too often people let the concept of long-term investing get in the way of investing. if you think long-term investing is about making boatloads of money over years, decade, each lifetimes, i'm on board, and that's something i can teach you how to do using the disciplines that allowed me to make fortunes for my already rich partners back in my old hedge fund where i ran a million dollars. however, i've seen people in long-term investing as an excuse, an alibi either for poor performance -- >> the house of pain! >> -- or for not paying attention to what they own. you often hear that you shouldn't worry about your losses or the profits that you're missing in the present, that it's okay to take short-term pain because you'll make back the money you're losing with long-term gains. sometimes absolutely true. but
, i'm using the term potentially terminal. we heard from sears, consumer hard goods business remains totally cutthroat. we know -- it was last night. we know this company is in the crosshairs of amazon. look for a down beat quarter. heinz reports tuesday. this is the type of company i said is bottoming right here. it's well run, it's international. it benefits from lower commodity prices. that is a degree of immunity of the fiscal cliff. it's less than a point off its high which shows you that it is fiscal cliff be damned for this class of stock. if you get weakness off, you know where we are going? heinz, i bet will be a dynamite corner. after the close tuesday. throughout this difficult period pc dead, cell phone alive but cutthroat. the cloud robust. sales is in the heart of the cloud. we think it will be good. that doesn't matter. what matters is, will it be good enough to please the bulls? i've got the answer. nothing is good enough in this day. nothing. remind ourselves if it's good and the cliff is resolved, we can always circle back and do some buying
like lit light of an on-coming train. those days are gladly behind us. i suspect the toll tells a story that it goes down the fiscal cliff monday. every day is fiscal cliff tuesday, wednesday, thursday. you get the picture. anyway, you should pull the trigger here to buy it here if the fiscal cliff does what i'm afraid of. brown foreman reports wednesday. this is an interesting one. why? because goldman downgraded it to sell. just last night. i've seen this movie. they were wrong last time. they'll be wrong again. i'm going to bet them a bottle of jack daniels that will be the case. in fact i'll bet them a case of jack daniels that will be the case. if they're close, as we told you we like asina. and i would be willing to be a buyer of that niche retailer ahead of this quarter because of some merger gains i think we'll hear about. but again only on news of setbacks to the fiscal cliff talks. we're not going to go in and buy anything these days. you'll get some representative congressman, senator come on say you stupid idiot. you bought stock and i'm talking on a microphone. i'm sending
lost loved ones. but in spite of the tragedy, in our own curious way, sandy has given us the opportunity for a boost since the government rebuilt southern florida after hurricane andrew in 1992. a reconstruction so huge, it moved the country's entire gdp needle just when we needed it, after right a nasty recession. and now that we've assessed the damage, or we're trying to at least, i'll have to tell you one thing. i think this looks like a possible replay of that hugely bullish. right after a nastier recession. you couldn't tell that today to. ford with terrific numbers because they're connecting with the building materials industry. those stocks performed best today with the ones that took matters into their own hands. we spoke to queen harbors after it bought safety queen. to diversify away from the oil and gas business. queen harbors may have been up huge anyway, simply because, well, it's queens harbors. precisely what sandy ordered. buyers love the acquisition. $8.91. 18% gain for the good guys. tonight we're going to speak with two other companies that want to make
once, a line i use endlessly thanks to a former partner at goldman sachs, i would be putting on my capital preservation halt. which, unlike my brokerage cap, resembles more of a hard hat. no soft chapeau here. my recommended course of action? here's what i would say. first we need to take some profits in the biggest winners. stocks like, for example, retailers because they benefitted from the payroll tax cuts and other benefits from the government. those are going to go away, conceivab conceivably, in the new tax regiment. there will be less purchasing power. second, i would say stocks like walmart that had a huge run go up another 10%. it may still pay to sell it now than when you get over on the other side of the fiscal cliff where it might appreciate 10%. needless to say, a stock like apple is very right for this particular kind of sell call. it makes so much sense to sell it now, take the capital gain as many have huge profits here. these people who are selling are what i call natural sellers. they don't care about next year. they don't care that it could be better. they don't
it into a bear market. makes me nauseous just thinking about it. if they gave us something, really anything, even a bad outcome at this point, we would be better off. instead they throw spitballs at each other. the damage to the stock market has been swift, devastating and beleaguering. after recent declines, our dow jones industrial average is up less than half of what the average in europe is up to. and we're not doing as well as france, for heavens sake. france. only one-sixth of the german market's gain. every stock guilty until proven innocent. so the selling is relentless. at this point, we're coming to accept that stocks will go down regularly and the thing we have to ask is not when the selling is done, when it's overdone and we can bounce on good news. we need to know are we sold out yet? that's the term. are we sold out? another term that means the same thing. the swiftness, which all of this is happening, hedge funds that remember how their loss -- they lost their year last year like that. boy, i believe make it so that the selling actually runs its course, if not overretuuns its cours
me at cnbc. believe it or not, i actually used to be a mountain climber. drove my mother crazy but i loved it. always had the best gear. climb up from whatever abyss faced me. which is why i'm donning the finest mountain-climbing attire i can get my hand on because i now believe that we may very well go over the fiscal cliff come january and i want to be ready to climb back out with the right stock after it happens. you can't come from a given day like today, dow 107 points, hey, happy days are here again, right? this is a day where my equipment felt a little -- felt a little superfluous because we had all sorts of happy talk for a bunch of people in washington about how compromise was within reach. however, i think it's been increasingly apparent that we actually may not get a deal in time for the january deadline. something warren buffett pointed out. who am i to disagree. you don't need to change your philosophy just because we cliffed you. long term it might not matter. not all of you share his sanguine multi-year view of stocks. not one of you shares a bank account close to the
%. standard pacific, 100%. of course, there is amazon. please use deep in the money call options out several months if you want to play this one. i fear gigantic selloff related to multiple stocks and amazon is the highest multiple stock of all. we've seen a huge down turn in stocks that pay dividends. now we have to question whether that may be phased in over time, too, hence the nice rise in at&t. i think they can continue if we really get a fazed in kproments for taxes and dividend income. the final tax beneficiaries are mlps. they've been selling off hard. somehow they would lose the tax favored status. any sign a deal could be done would remove the uncertainty. lnco is down a couple points because of the fracus, paid 7.6% yield. did not catch the bottom in the stocks. you had to do that friday. that's okay. catching bottoms is very, very difficult. recognize that things may have changed. it's what's most important. how about the other side of the ledger? the spending cut? i think the biggest winner is lockheed martin. first because of the dividend, it yields 5%. the current rate of divi
the personal portfolio management errors before they cost another dime for us. today we got two phenomenal examples of what could go wrong in banking. first we had hewlett-packard. if you are like me, i have both and hp pc and household printer. to finish at $11.71. best buy. the big box retailer, i have not once but twice done in the last six months. closed at $11.96. two household names that you may have been lured into only to have your hopes dashed. two unmitigated disasters. >> the house of pain. >> what went wrong? hewlett-packard was an accounting scandal. best buy was a hideous earnings shortfall. both seemed to shock investors. however, if you watch this show, you should never have been in these stocks. or you were betting against them. i told you that these companies were total dogs. this morning the company was acquired for $10 million and this was stunning news. if you own hewlett-packard you were in the crosshairs of two dictums. when you have accounting irregularities you have to sell sell sell. i kept a hand-written note, accounting irregularities equals sell. hewlett-packar
's get straight to john harwood at the maproom to give us more color on what we're seeing as the most recent poll closings. over to you, john. >> we're almost completely closing the map of coloring in the map of all the states we knew in advance where they were going to faull. the only state where polls have not closed yet is the state of alaska. we're very confident mitt romney is going to win that based on polls before the election. so we're really waiting for those seven battleground states that haven't been filled in yet. again, to reiterate, as we've talked about before, if president obama wins the state of florida this race is over. he's going to be re-elected for a second term. but if mitt romney wins it, he's got to also win north carolina, he's got to win virginia, where it's very close, and he's got to win the state of ohio, which is really a big one hanging out there. president obama is hoping to check mate mitt romney by winning the state of nevada, where he had been favored going into election day, and the state of ohio where he'd held a persistent lead in the polls. obam
that the u.s. matters. but let me use this rally today to help you understand the world of expectations. not reality. not reality at all. but expectations. >> house of pleasure. >> and how do expectations matter so much more than what has already happened? we're in the midst of earnings season. the bulk of technology reports are already reported. the first was that the united states was holding its own. maybe getting a little better. power behind consumer spend. the fiscal cliff looming but still the positive. second is that europe's a disaster and the most important thing you can do is distance yourself from the continent. ask companies like alcoa and ford. the third, that china had become a big disappointment. yeah, china. and it wupt going to turn around any time soon. certainly not in time to help 2012. this came from a decline in orders. they all articulated as such on a recent conference call. companies that have been optimistic that china was about to turn, that the growth was about to kick in collectively seemed to give up all at once on the clos sus. nobody had been more upbeat
call me at 1-800-743-cnbc. the eve of the election is upon us. and the market is confused. dazed and confused about what to do, and confused about what matters if president obama is re-elected or not. the indecision over the outcome played out once again in today's quiet session. the dow gained 19 points. s&p rallied. nasdaq advanced .59%. tonight i want to show you what really matters in stocks, why they might go up or down independent of the election. don't worry, i'm going to give you some picks for an upset by governor romney, although i'm on record thinking it's most likely not going to go the governor's way. but i bow to popular demand. first up, let's figure out how stocks have really done under president obama, and i'm going to use a prism that i haven't seen anyone else use, the five-year lookback. you cannot use the inauguration day as the starting point. there's too much priced in at that point. almost every stock is higher, so it's irrelevant. the s&p is up 75% from inauguration. we need to go back to when the great recession was just about to begin. it became clear t
. all the good things that might be able to come true, something that if it happened would send us much higher still. >> house of pleasure. >> but today's session, it was all about realism. recognition that all is not well. and we better be really careful or we can give up a lot of these terrific gains. >> the house of pain. >> the contrast explains a ton of what's happening now. let's tick down what really drove friday's rally and what could take us down from friday. first, oh, boy. we came in on friday with a full head of china steam. the managing reports out of china represent nothing short than a wholesale shift in business activity. it's clear something mayor is happening in the people's republic. the government after being worried about inflation has clearly gottien growth religion which is why you seeing expansionary numbers. buying the fxi. proxy for the chinese stock market is the way to play this turn. i think you should be buying it, too. >> buy, buy, buy. with china growing, a host of stocks can go higher. everything from nike, seems really good right here, yumm brands. reme
by without a deal is a minute that could drive us closer to the brink, and it colors my whole show now. i'm more sane about bridging the cliff than i was yesterday. but as the son of a veteran, if we don't get a deal soon, i can have a recession gift wrapped by christmas. next week is a very important week for earnings and data. kind of surprising. money is all about home building. the home builders have been the lynch pin of the now forgotten rally. those have been the stocks in the most bull mode. they have been the leaders. we will hear from two major ones. beezer is primarily in the south. not a great company. i wouldn't tell you to buy it. horton is nationwide. both hold the key to the re-ignition of the very important group. and i want to hear how badly the storms have affected the mid-atlantic biz. retail stocks have become horrendous performers of late. perhaps the area i'm most worried about is because of the storm. and the newfound gloom because of the fiscal cliff. it has hurt small business creation. if we had a bad known it would be better than good unknowns. dicks reports, h
of every people who frankly aren't actually trying to make us any money, and if anything want to take it from us, is there are companies doing amazing things, soen in the interests of reminds us some companies are doing great things that can make you money, i want to celebrate the products of three terrific companies as well as their stocks, because after all this is "mad money," not mad tablets. first one of my favorses is the column that consequence taply amazes me, david pentagon, the "new york times" writer who opines brilliantly in a can't-miss column about tech products. i love this guy. today's product starts several enough, a segment of an npr-call-in seg meant that he was going to offered opinions, but to quote, all six callers had the same question -- which tablet should i get? it was a terrific jumping-off spot. however, for me, this question was the perfect jumps-off point not to figure out what's the best tablet, but to try to predict the future of technology stocks in general and the three standout players -- amazon, google and apple in particular. let's start with a per
>> does anybody have a power ball ticket? >> yes. >> oh, really? i better get one. >> some of us would like extra money, melissa. >> i'm melissa lee, thanks for watching, see you we may very well go over the fiscal cliff come january and i want to be ready to climb back out with the right stock after it happens. you can't come from a given day like today, dow 107 points, hey, happy days are here again, right? this is a day where my equipment felt a little -- felt a little superfluous because we had all sorts of happy talk for a bunch of people in washington about how compromise was within reach. however, i think it's been increasingly apparent that we actually may not get a deal in time of the january deadline, something warren buffett pointed out. you don't need to change your philosophy just because we cliffed you. long term it might not matter. not all of you share his sangwin multi-year view of stocks. he can afford to take the long view. if we take the plunge over the cliff, it can cost everyone $2 million, makes everyone pay more in taxes. i don't really want to have this g
all session. dow closing flat. nasdaq down slightly. but that doesn't stop us from looking for ideas on "mad money." yes, we have an entirely man made crisis. one that could not only cause a huge firings and curtail retail spending dramatically, but it's also driving people out of a stock market where individual companies are giving you positives that would normally provide a tremendous backdrop to a higher market. you know there was a time when some good news over multiple sectors would produce a bountiful bull. yes, good enough things occurred with individual companies that the sum total would produce overall gains in many stocks. we used to call this pin action. now we get nothing. no spillover. the 1 pin gets knocked down. and nothing else falls with it. let me just go over some of the good news, some of the nabbing down 1 pins just today that are being obscured by this darn cliff walk. let me show you what you might have missed and will continue to miss until president obama convenes all the leaders of congress and sends them to camp david to hammer out an agreement in time for
't have just one traumatic worry ahead of us, the fiscal cliff itself, but a second one, which is that time's not on the side of the compromisers anymore. there's just too much going on in washington to presume that even like-minded people can wrest the debate from the partisan extremists of either party, those who sink below and not rise above. even if you're confident that a deal can be reached someday, you had to have your breath taken away by the first question from the press after the president gave an impassioned statement about the need to avert the cliff that's going to raise everybody's taxes and just cause such havoc. that's because the question was about general petraeus. not the financial time bomb facing us. oh, no. petraeus -- petraeus? don't you know this is bigger than petraeus? we're sunk if you don't. between the distraction of the petraeus affair and the slew of hollies ahead you've got to start wondering if we might plunge from the cliff because of the sheer lack of days before what everyone's beginning to recognize as the potential for a financial armageddo
to buy, not sell. this can be a tricky process. if you use the starbucks prism, you have to expect pain before you get gain. that's what's happening right now. this is where you live until you get to here. it is happening in whole foods now. that is getting hammered. once the stock re-adjusts lower as the uber growth bulls throw in the towel, i think can you have a starbucks-like resurrection. it's not that easy to find the next starbucks. you always have to fret. you have to worry that you might be stumbling into a mcdonald's, a once consistent grower that is now become maddeningly inconsistent as today's miserable same-store sales numbers show. because of a rising tax on dividends courtesy of the coming fiscal cliff, the 3% yield no longer protects from you the down side. you have to pay higher taxes on your dividends. sure, there are some companies that blew away numbers. last night qualcomm cell phone semiconductor had a magnificent quarter. time warner did the same. but for every qualcomm and time warner, there are ten others that are terrible. it's great to have a handful of stock
Search Results 0 to 49 of about 52 (some duplicates have been removed)